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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $494,965 | $123,155+301.9% | $108,753+355.1% | $155,188+218.9% |
| Participation rate | 37.5% | 75.6%-38.1pp | 71.1%-33.6pp | 80.8%-43.3pp |
| Annual return | 14.54% | 44.73%-30.2pp | 37.47%-22.9pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,030 | $2,811-63.4% | $2,427-57.6% | $4,248-75.8% |
| Participant deferral / active EE | $3,413 | $4,623-26.2% | $4,115-17.1% | $6,531-47.8% |
| Admin fee / account holder | $2,892 | $12,126-76.2% | $10,320-72.0% | $14,480-80.0% |